Using the Lacerte PDF Repair Tool with SmartVault

ACCOUNTING PLAN USER

Lacerte and ProSeries often update, especially during tax season. Sometimes updates cause printing errors because they break the connections between SmartVault and Intuit products like Lacerte and ProSeries.

Restarting your computer might fix printing issues. If that does not work, then use the Lacerte PDF repair tool.

Installing and Running the PDF Repair Tool

To download and run the PDF repair tool:

  1. Close Lacerte.
  2. Download Lacerte Tool Hub Install.
  3. Go to the folder where the install file was downloaded and open it.
  4. Follow the on-screen steps to install the tool and agree to the terms and conditions.
  5. When the file is done installing, go to your desktop and open Lacerte Tool Hub .
  6. Click Printing in the navigation menu and click Lacerte PDF Repair Tool.

    Image of Lacerte tool hub. See information above

  7. Follow the on-screen instructions to run the Lacerte PDF Repair tool.
  8. After completing the process in the Windows terminal, press any key on your keyboard to close the tool.
  9. Open the SmartVault Launchpad, click SmartVault User Settings, then go to the Extensions tab.
  10. In User Settings - SmartVault, deselect all years for Lacerte or ProSeries (whichever you are using) and click OK.

    Image of User Settings - SmartVault. See information above

  11. Go to your Windows taskbar, click Show Hidden Icons , right-click the SmartVault icon, and select Exit.

    Image of Windows hidden icons menu. See information above

  12. Press Windows+E or Cmd+E to open File Explorer.
  13. Enter %appdata% in the address bar, and press Enter.

    Image of file explorer. See information above

  14. Go to SmartVault > Cache and delete all folders and files in the Cache folder.
  15. Open Lacerte or ProSeries and sign in to ProConnect.
  16. Open SmartVault.
  17. Repeat steps 4-6.
  18. Open Lacerte or ProSeries and select a client's tax return to print to SmartVault. A message appears that says, "Upload is Complete."
    • You can also go to your client's tax return folder in the SmartVault portal to check that the tax return from Lacerte appears in your client's vault.
    • Please contact our support team if you cannot print to SmartVault after trying these steps.
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